Serving the Mid and Upper Cape

Joe has more than 40 years’ experience in assisting individuals and business owners in meeting their financial goals. Most of his experience is rooted in Cape Cod, having worked on the Cape since 1975.

Originally from upstate New York, Joe holds a Bachelor of Arts in Economics and Computer Science from the State University of New York at Oswego, where he graduated magna cum laude. He is also a Certified Financial Planner (CFP®) and holds his Series 6, 7 and 63 security licenses.

He is a member of the Estate Planning Council of Cape Cod and a Corporator of Cape Cod Healthcare. Joe has been actively committed to many Cape Cod non-profits over the course of his career and he is currently serving on the board of the Barnstable Land Trust.

Joe and his wife have two children and live in Centerville.